For Comprehensive Financial Planning & Investment Advice

Initial Financial Planning

Rs.20000(Twenty thousand only payable in two Installments. First nstallment-Rs.15000/-(Fifteen thousand only payable before signing an agreement) Second Installment- Rs.5000/-(Five Thousand only payable on presentation of Financial Plan)

Ongoing Financial Planning & Investment Management

In addition to Initial Financial Planning Fee

Rs5000/- Five thousand only before next year annual review meeting, payable in advance.

0.60% per annum payable on quarterly basis at the end of every quarter of Average AUA.

Only for Ongoing Financial Planning & Investment Management

Rs.5000/- Five thousand only before signing an agreement.

0.80% of AUA per annum payable while signing agreement or annual review.